+98.8%
EC vs VT
+53.2%
+45.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +0.5% |
| 7D | -10.1% | -4.2% | -5.9% | -7.4% |
| 30D | -8.4% | -5.8% | -2.6% | -4.6% |
| 3M | -5.2% | -5.2% | +0.1% | -1.9% |
| 6M | +9.4% | +0.1% | +9.3% | +8.3% |
| YTD | +62.8% | +8.2% | +54.6% | +50.4% |
| 1Y | +72.4% | +10.1% | +62.3% | +56.8% |
| 3Y | +77.9% | +69.7% | +8.2% | +11.3% |
| 5Y | +98.8% | +53.4% | +45.5% | +29.9% |
| All | +98.8% | +53.2% | +45.7% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling